Financial Services Training Specialist

hace 2 días


Xico, México Plata Card A tiempo completo

About Plata Card

We are a high-tech financial platform revolutionizing how people interact with money through an easy-to-use, personalized, and trustworthy ecosystem.

Our mission is to bring inclusive access to premium financial products and best-in-class customer support to every Mexican.

Our company was founded by executives who built some of the most innovative digital banking businesses in the world.

Job Title: Financial Services Training Specialist

We are looking for our next team member:

Key Responsibilities:

  • Design and implement advanced training programs for semi-senior supervisors and leaders, focusing on leadership skills, team management, and performance improvement.
  • Coordinate face-to-face or virtual trainings, making use of training plans.
  • Assist customer service agents in a personalized way to improve their effectiveness as employees.
  • Provide product information for the design team to create educational content.
  • Ensure completion of mandatory training is delivered across all relevant team members.
  • Work closely with HR and OPS department to deploy onboarding system for all newcomers.
  • Create and execute game plans for areas of opportunity detected by QA in operations and in the training needs analysis performed.

Requirements:

  • 4 years of experience in training and customer service skills development, with preference in the financial sector.
  • Experience in online training (nice to have).
  • Strong ability to teach, mentor, and develop a team of customer service agents.
  • Studies in psychology, social sciences, organizational development, human resources, or pedagogy.
  • Technical knowledge to work with training software and creation of materials; use of group management methodologies.
  • Ability to provide immediate solutions to new training or content updates.
  • Strong understanding of the training process and accompaniment of the customer service team throughout their work cycle.
  • Excellent written and verbal communication skills in Spanish and English, with the ability to communicate and present information clearly and effectively.
  • Strong organizational skills, attention to detail, and ability to prioritize and meet multiple deadlines and work demands;
  • Ownership;
  • Entrepreneurial spirit.

Nice to Have:

  • Certified trainer or certified coach or any similar credentials.
  • Previous experience in face-to-face sales or customer service.
  • English Advance/Bilingual (essential requirement).

Salary: $60,000 - $80,000 per year



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